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Southern Company

1,490 hedge funds and large institutions have $38.2B invested in Southern Company in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 525 increasing their positions, 529 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,490
Holders Change
+134
Holders Change %
+9.88%
% of All Funds
26.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
227
Increased
525
Reduced
529
Closed
70
Calls
$222M
Puts
$155M
Net Calls
+$67.3M
Net Calls Change
-$82.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
1376
HighMark Wealth Management
Minnesota
$44K
FCMT
1377
Founders Capital Management (Texas)
Texas
$43K +$43K +700 New
FWM
1378
Focused Wealth Management
New York
$42K -$7.88K -129 -16%
CAL
1379
Capital Advisors Ltd
Ohio
$42K
MCM
1380
MV Capital Management
Maryland
$41K
GWM
1381
Greenhouse Wealth Management
Connecticut
$41K +$41K +673 New
VCG
1382
Vantage Consulting Group
Virginia
$40K +$40K +659 New
SFP
1383
Sterling Financial Planning
New Jersey
$38K +$38K +626 New
WB
1384
Webster Bank
Connecticut
$37K -$563K -9,064 -94%
CIA
1385
Cascade Investment Advisors
Oregon
$36.9K
LF
1386
Lee Financial
Texas
$34K
AL
1387
ADE LLC
Maryland
$34K +$34K +548 New
CL
1388
COWA LLC
Oklahoma
$34K +$34K +565 New
MWA
1389
Moser Wealth Advisors
Washington
$33K
EWM
1390
Endurance Wealth Management
Rhode Island
$33K
PWMG
1391
Prestige Wealth Management Group
New Jersey
$32K -$20.8K -338 -39%
SSWG
1392
Seven Springs Wealth Group
Tennessee
$32K
SWA
1393
SOA Wealth Advisors
New York
$32K +$32K +535 New
DOA
1394
D'Orazio & Associates
Virginia
$31K -$18.6K -300 -38%
SIAP
1395
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
CWA
1396
Carolina Wealth Advisors
South Carolina
$31K
FMB
1397
Field & Main Bank
Kentucky
$31K +$12.4K +200 +67%
SQA
1398
Simon Quick Advisors
New Jersey
$31K +$31K +500 New
FPW
1399
Flagship Private Wealth
Massachusetts
$30.6K +$30.6K +523 New
SCA
1400
Stuart Chaussee & Associates
California
$30K